UnitedHealth Group Stock Plunges 3.93% on Lowered Earnings Target

On July 29, 2025, UnitedHealth Group's stock experienced a significant drop of 3.93% in pre-market trading, reflecting investor concerns and market reactions to recent developments.

UnitedHealth Group has set a new annual earnings target for 2025, which falls short of Wall Street's expectations. This move underscores the challenges the healthcare giant faces in regaining investor confidence. The company announced that its adjusted earnings per share for 2025 will be at least $16, significantly lower than the average analyst estimate of $20.40. This revision comes after the company withdrew its previous forecast of $26 to $26.50 per share in May, which was already a reduction from its initial 2025 projection of $29.50 to $30 per share made at the end of 2024.

In the second quarter, UnitedHealth Group reported earnings of $3.74 per share, missing analyst expectations of $4.59 per share. The company's revenue for the quarter was $1116.2 billion, slightly above the market estimate of $1115.8 billion. However, the earnings per share figure was notably lower than the $4.54 reported in the same period last year. UnitedHealth Group anticipates full-year revenue for 2025 to be between $445.5 billion and $448 billion, with adjusted earnings per share expected to be at least $16, which is below market expectations. The company also projects a return to profit growth by 2026.